Old Bailey Investments, LLC is a large advisory firm based in Tryon. It manages $177.28 million of regulatory assets for 79 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Illinois, Michigan, North Carolina, and Texas.
Old Bailey Investments provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Old Bailey Investments, LLC is $177.28 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Old Bailey Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Russel Fouts Mcmillan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Old Bailey Investments, LLC performs its advisory services is located at 22 N. Trade St., Suite D, Tryon, NC 28782 The mailing address of the firm is Po Box 1559, Tryon, NC 28782. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 828-859-9937 or by fax 828-859-2215. The normal business hours are 9 am - 5 pm on Monday - Friday.